GPS Wealth Strategies Group’s ENVESTNET, INC. ENV Stock Holding History

GPS Wealth Strategies Group’s Portfolio ENV Stock Details ENV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-27	Closed	-$1.69K	–	1451
2024 Q3	$1.69K	Hold	27	–	–	﹤0.01%	1252
2024 Q2	$1.69K	Hold	27	–	–	﹤0.01%	1226
2024 Q1	$1.56K	Hold	27	–	–	﹤0.01%	1145
2023 Q4	$1.34K	Hold	27	–	–	﹤0.01%	1141
2023 Q3	$1.19K	Hold	27	–	–	﹤0.01%	1165
2023 Q2	$1.6K	Hold	27	–	–	﹤0.01%	1127
2023 Q1	$1.58K	Buy	+27	New	+$1.68K	﹤0.01%	1131
2022 Q4	–	Sell	-27	Closed	-$1K	–	1183
2022 Q3	$1K	Hold	27	–	–	﹤0.01%	1123
2022 Q2	$1K	Hold	27	–	–	﹤0.01%	1098
2022 Q1	$2K	Buy	+27	New	+$1.98K	﹤0.01%	984

Other funds holding ENV

SIS

Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return

GPS Wealth Strategies Group's ENV Position: Q4 2024 in Review

GPS Wealth Strategies Group sold out of ENVESTNET, INC. (ENV) in Q4 2024, closing a stake of 27 shares — an estimated $1.69K sold.

GPS Wealth Strategies Group first reported a position in ENV in Q1 2022 and held it in 10 quarters. The position peaked at $2K in Q1 2022. 1 fund tracked by Wall St. Rank holds ENV as of Q4 2024.

GPS Wealth Strategies Group reported no remaining ENVESTNET, INC. position as of Q4 2024 after selling out during the quarter.
GPS Wealth Strategies Group sold 27 ENVESTNET, INC. shares in Q4 2024, an estimated $1.69K.
GPS Wealth Strategies Group first reported a position in ENVESTNET, INC. in Q1 2022 and held it in 10 quarters.
GPS Wealth Strategies Group's ENVESTNET, INC. position peaked at $2K in Q1 2022.
1 fund tracked by Wall St. Rank held ENVESTNET, INC. as of Q4 2024.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2024, filed 24 Jan 2025.